CLCV CROSSMARK ETF TRUST: institutional ownership and insider trading

10 funds reported holding $4.85M of CROSSMARK ETF TRUST in their latest 13F filings; in Q2 2026 funds net bought $1.54M, with 5 new positions and 0 funds selling out.

Largest institutional holders of CLCV

  1. OneAscent Financial Services LLC — $1.91M
  2. OneAscent Wealth Management LLC — $633K
  3. TrustWell Financial Advisors, LLC — $503K
  4. Range Financial Group LLC — $421K
  5. Valmark Advisers, Inc. — $368K
  6. HBW ADVISORY SERVICES LLC — $358K
  7. PAX Financial Group, LLC — $295K
  8. Independent Advisor Alliance — $223K
  9. OSAIC HOLDINGS, INC. — $141K
  10. UBS Group AG (UBS) — $4.61K

All CLCV 13F holders